
Ramakrishna Sripathi
I have been working as a Financial Doctor for several families and Corporates for a decade now. The Comprehensive... | Chennai, Tamil Nadu, India
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Ramakrishna Sripathi’s Emails ra****@ic****.com
Ramakrishna Sripathi’s Phone Numbers 1901966****
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Ramakrishna Sripathi’s Location Chennai, Tamil Nadu, India
Ramakrishna Sripathi’s Expertise I have been working as a Financial Doctor for several families and Corporates for a decade now. The Comprehensive Financial Planning services analyses your financial health thoroughly and plans your investments goals through a road map for the future. It secures all financial needs like children’s education, children’s marriage, retirement, and re-structures loans and tax optimization. The steps taken are detailed out below: - Financial prescription – Thorough analysis of your financial profile and risk appetite is done to chalk out short term and long term goals Seven facets of financial planning are applied according to your portfolio which include investment planning and wealth creation, insurance recommendation, liability management, retirement planning, expenses analysis, contingency planning and tax advisory. Thorough analysis of current cash flows and future projections are made based on the strategy recommended in the plan Goal Driven Investing - Help you set long term milestones including retirement, earmarking your current portfolio to each of the milestones according to priority, development of a comprehensive investment strategy to achieve the milestones Risk Management & Insurance Planning - Analyzing the current insurance situation on life and non-life front and recommending specific products if there is a need to increase cover.
Ramakrishna Sripathi’s Current Industry Icici Bank Private Banking
Ramakrishna
Sripathi’s Prior Industry
Cholamandala Distribution Services
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Allegro Capital Advisors
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Hdfc Bank Private Banking
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Icici Bank Private Banking
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Work Experience

Icici Bank Private Banking
Private Banker
Tue Jun 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Hdfc Bank Private Banking
Senior Manager
Tue Dec 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Allegro Capital Advisors
Private Banker
Wed Mar 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Cholamandala Distribution Services
Branch Manager
Sat Dec 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)